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Better information. Better outcomes.
Investor Relations for Early Stage Companies.
“We really appreciate the monthly updates from you because they have exactly the information that we are looking for without any gaps or omissions.”
– WorldQuant Ventures
The Information Gap
There is a big information gap between startups and those who care about their success which often results in:
Frustrated Investors, Advisors, and Other Stakeholders
- Investors often feel taken for granted
- Advisors can’t effectively contribute to the startup’s success
- Other Stakeholders go underutilized by the CEO
More Difficult Funding Rounds
- Smart investors don’t invest all their intended capital at first, and are unlikely to follow on their initial investment if the CEO was silent or inconsistent in communicating
- New investors will only invest after they have tracked a startup for a period of time
- Statistics show it takes 7 to 12 ‘touches’ with an investor before they invest
Higher Than Necessary Startup Failure
Building a company from scratch typically:
- Takes 5-7 years
- Requires support from a wide audience of stakeholders
- Entrepreneurs that don’t efficiently engage a wide audience for support are increasing their odds of failure.
AngelSpan Solves This
Investors
0
Agree startups that communicate perform better
0
More likely to offer help to startups that communicate
Entrepreneurs
0
Provide relevant information
0
Provide monthly operational updates
“I love these quick summaries. The best companies in our portfolio do something like this. I’ll keep thinking of intros on the fundraising front and I’d consider putting in some personal money if that helps at all.”
– Corporate VC
WHO CARES
Investors care...
TIME – save time with standardized reporting and monitoring; deal flow visibility and accessibility
RISK MANAGEMENT – streamline the due diligence process; de-risk investments via SMART IR filtering
FUNDING – accelerate funding lifecycle
EXTERNAL COMMUNICATION – outsource management of keeping in touch with their own stakeholders (ie. LPs)
“AngelSpan’s expertise in the overlooked tax laws that lower the after-tax risks and raise after-tax returns on startup company investments saved me money when I applied it to past investments. I certainly recommend you contact AngelSpan if you are an early stage company investor.”
– Serial Entrepreneur, Band of Angels
WHO CARES
Startups care...
TIME – save time; professionally curated and timely
FUNDING – accelerate the funding process and pave the way for follow-on rounds
BRAND – elevate brand awareness; establish credibility via objective 3rd party reporting
KNOWLEDGE – understand and deliver the right information to investors
ENGAGEMENT – employ best practices and gain efficient access to the resources you need to be successful
“Our first update produced by AngelSpan was the catalyst that finally made [the investor] take action. It’s great to get positive feedback from my audience on the reports, but it’s invaluable to get the help we need, right when we need it most.”
– CFO, NuPark
SOLUTION
AngelSpan provides best-in-class Investor Relations for early stage companies.
Standardized Monthly Updates
Quarterly and Annual Reports
Professional content curation and editing
Distribution list management
Stakeholder engagement reports
Single-item announcements
By using AngelSpan, startups receive business execution tracking to reveal the milestones driving the company toward success as well as potential roadblocks. Execution tracking is automatically integrated with our customers' investor communications to create SMART IR.
STANDARDIZED MONITORING, ANALYSIS, REPORTING and TRACKING
Our SMART IR is an objective framework rooted in best practices and research. This structure provides a disciplined roadmap used to assess a startup’s operational execution across key value creation milestones throughout the startup lifecycle.
Understand your company’s status among the various startup lifecycle stages as you grow toward cash flow positive or an exit.
Compare the progress of each area of the business with comprehensive milestone tracking for CEO’s and investors.
Pinpoint areas of progress and identify which areas to focus effort and resources to optimize velocity of traction.
“We’re using AngelSpan to create this monthly update for our investors and stakeholders including advisors, friends, and family members. AngelSpan provides more than monthly communications as their format helps keep our team engaged on every aspect of the business and accountable for our execution.”
– CEO, Volt480
150,000+
Updates sent on
behalf of our clients
behalf of our clients
7,500+
Stakeholders seeing
our updates
our updates
HOW
AngelSpan makes it quick and easy for you to deliver professional monthly reports to your investors and stakeholders. Our unique combination of software tools and personal service ensures you build trust with investors through transparency and communication.
Personal Service
Each client is assigned a dedicated Communication Support Team to free up the CEO's time and bandwidth
Maintain Cadence
Receive weekly digital prompts and professional reminders to submit notes and keep updates on schedule
Easy
Multiple, intuitive ways to submit notes - Slack, Mobile Dictation App or Dashboard portal
Content & Context
Our team and structure helps translate entrepreneur speak into relevant and impactful content
Review & Distribute
Review notes with Communication Support Team, approve for distribution via single platform
Track Engagement
Review those most engaged in your success - and who you want more engaged - for targeted follow up
“AngelSpan gives me the chance to focus all my energy on my job and my business while they help me communicate effectively with my investors – it’s a totally different skill set. And I don’t have that skill set compared to the experts at AngelSpan.”
– CEO, HomePlate Peanut Butter
Transparency tied directly to funding
AngelSpan has created the infrastructure that enables investors to leverage the standardized updates and operational insights to invest in early-stage startups in communities they care about most.
(Social Return + Financial Return) x Local Focus = Place–Based Impact Investing (PBII)
Startups now have a transparent path to funding and investors now have a portal to invest and monitor specific baskets of startups.
Learn more about The Legacy FundsTM by clicking below:
TEAM
Joe Milam
CEO and Founder
Chief evangelist of entrepreneur and investor best practices.
Adam McKinstrie
COO
The man in the middle making sure things get done.
Jill Bailey
Communications Analyst
The woman behind the scenes, crossing the T's and dotting the I's.
Tim Bixler
Board Member
Former President of CSHOLT, a division of Credit Suisse.
Tim Sproul
Board Member
Founder/CEO of Total Monitoring Systems.
Mel Carter
Board Member
Regional venture fund expert. Institutional investment fund advisor.
Chris Palmisano
Advisor
Sales Exec at Khorus, NextGen Venture Partners, SolarWinds, Google
Chris Kephart
Advisor
Nationally recognized sales leader, angel investor
Mike Millard
Advisor
Managing Director - MassChallenge, Ascension Ventures, Austin Ventures, AT&T Ventures
Peter McCrea
Advisor
Impact Investor and Venture Philanthropist - American Impact Capital, Cavendish Impact Foundation
David Veal
Advisor
CIO COAERS, Institutional Investment Manager with Texas TRS and ERS, Morgan Stanley